Re: Any way to track lead status by initial lead owner?

Caitlin_McCorm3
Level 3

Any way to track lead status by initial lead owner?

Hey -- I'm trying to track a change in a lead's status by the initial lead owner. We assign leads to two people in Marketo, and then they pass them along to the right owner. I'd like to have the ability to track the amount of leads that were converted by the first owner. Can anyone think of a way to do this in Marketo? I realize that there is a way to do it in Salesforce, but you'd have to set up a lead history APEX and, while I can do that, it won't allow me to track transgression retroactively - just going forward.

3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: Any way to track lead status by initial lead owner?

Create a field: Initial Lead Owner that is stamped when Lead Owner Email Address becomes NOT EMPTY. This would occur on the sync back after the first assignment from Marketo.

Test it though, you may need a wait step to let SFDC sync it back to Marketo before stamping the email.

Caitlin_McCorm3
Level 3

Re: Any way to track lead status by initial lead owner?

Thanks! This will work going forward, but is there a way to have it work going back? Is "Was synced to SFDC = email address" good enough? Josh Hill

Josh_Hill13
Level 10 - Champion Alumni

Re: Any way to track lead status by initial lead owner?

Might be hard, but try

Was Changed Owner from X to ANY